Advisor Planning Jobs

Lyon and Partners (Pty) Ltd - Johannesburg

B-Degree / B-Tech / Adv Dip + 5 (NQF 7 + 360 credits) with Primavera 6 and excellent planning and organising skills Additional Requirements

from: executiveplacements.com - More than 30 days ago

Omega Human Capital - Pretoria

Discovery Short-Term Insurance – Proven track record in administering short-term insurance policies, managing new business applications, annual renewals, and processing policy amendments. Handle Discovery...

from: jobplacements.com - 5 days ago

Network Recruitment - Johannesburg

Manage the full accounting function, including the month-end close, reconciliations, journal entries, and the preparation of management accounts. Liaise with Advisors on tax residency issues, exchange... 500 000 Annually

from: jobplacements.com - 13 days ago

Oxyon Human Capital Solutions - Johannesburg (+1 location)

In this role, you will be responsible for advising clients on their long-term insurance needs, providing customized financial solutions, and ensuring compliance with regulatory requirements. You will be...

from: executiveplacements.com - More than 30 days ago

HR Genie - Bellville (+1 location)

Analyse the performance of client portfolios and prepare review reports in accordance with company policies and standards. Proactively identify new business opportunities and promote the full range of...

from: jobplacements.com (+2 sources) - 17 days ago

The Recruitment Council - Johannesburg

As a Junior Financial Advisor, you will assist senior advisors in delivering top-tier financial strategies and advice to clients. Youll be involved in goal-oriented financial planning, investment management... R360 000 Per Annum

from: jobplacements.com - More than 30 days ago

PartnerUp (Pty) Ltd - Durban

On receipt of the client’s consent, refer these clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short term insurance schedules to the...

from: executiveplacements.com - More than 30 days ago

HR Genie - Pretoria

Business Assurance - including Buy-and.-sell agreements, credit/debit loan accounts, contingent Liability, keyperson assurance and. Deferred/Preferred compensation; Identify the clients capital & income...

from: jobplacements.com - More than 30 days ago

The Recruitment Council - bedfordview, Gauteng

Assist in creating goal-oriented, realistic financial plans for individuals, businesses, and trusts Contribute to building and maintaining strong, long-term client relationships Strong understanding of...

from: jobplacements.com - More than 30 days ago

Curiska - Johannesburg

Preference for qualifications in investment management, financial planning, accounting, tax, or CFP. Ensure compliance with legal and estate planning documents, and update FICA and FAIS records. Strong...

from: executiveplacements.com - More than 30 days ago